Institutional Ownership Ea Ser Tr Alpha Architect U S (QVAL)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect U S (QVAL). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 5.77 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,995
shares
|
$214,685
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,955
shares
|
$212,965
0.0% of portfolio
|
Q2 2025
Reduced 69.45%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
4,500
shares
|
$193,410
0.03% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
2,400
shares
|
$103,151
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,500
shares
|
$64,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,080
shares
|
$46,418
0.01% of portfolio
|
Q2 2024
Reduced 19.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,076
shares
|
$46,246
0.0% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
905
shares
|
$38,896
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
660
shares
|
$28,366
0.0% of portfolio
|
Q2 2025
Reduced 77.02%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
572
shares
|
$24,584
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$8,596
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
157
shares
|
$6,747
0.0% of portfolio
|
Q1 2025
Added 241.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
100
shares
|
$4,298
0.0% of portfolio
|
Q2 2024
Reduced 18.03%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$128
0.0% of portfolio
|
Q2 2025
Reduced 99.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|